See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,624 | $85,202+127.3% | $172,739+12.1% | $72,985+165.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.44% | 27.32%-22.9pp | 802.84%-798.4pp | 81.00%-76.6pp |
| Employer contribution / active EE | $6,400 | $3,324+92.5% | $5,143+24.4% | $2,440+162.3% |
| Participant deferral / active EE | $2,872 | $3,260-11.9% | $5,198-44.7% | $3,607-20.4% |
| Admin fee / account holder | $35,265 | $5,884+499.3% | $13,954+152.7% | $5,124+588.2% |